Location: Ocala, Florida
Phone: (352) 515-9221
Fax: 352-867-5787
Email: EMAIL
Susan co-owns the firm and title company with her husband, Jon, where she directs the firm's estate planning and probate and trust administration efforts. Sue is a well-regarded estate planner and has assisted our firm's clients with their estate planning needs for more than 33 years. Susan has planned the estates of more than 10,000 clients representing an estimated $5.0 billion dollars in client assets. Whether our clients’ estates are large or small, Susan takes care to ensure the wishes of the client are paramount in each estate plan. Sue is also active in the church having served as the corporate secretary of the church for more than 20 years.
